SteelPeak Wealth, LLC: SOXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SteelPeak Wealth, LLC on SOXX, newest first. How the timeline and the estimate are built.

SteelPeak Wealth, LLC held 21,364 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

period ended2026-06-30
13F 21,364 shares
Change vs previous 13F +1,944 shares
0.36% of the 13F portfolio, value $13,689,197.
13F-HR 0001801868-26-000003 filed by SteelPeak Wealth, LLC
Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 19,420 shares
Change vs previous 13F +6,093 shares
0.2% of the 13F portfolio, value $6,382,578.
13F-HR 0001801868-26-000002 filed by SteelPeak Wealth, LLC
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 13,327 shares
Change vs previous 13F +11,533 shares
0.13% of the 13F portfolio, value $4,013,427.
13F-HR 0001801868-26-000001 filed by SteelPeak Wealth, LLC
Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,794 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $486,390.
13F-HR 0001801868-25-000003 filed by SteelPeak Wealth, LLC
Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).